JIJI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JIJI FOUNDATION (EIN 91-1664723)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202612269349100516
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T11:17:35-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 3RD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911664723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JI JI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIJI | BusinessNameControlTxt |
| Phone | 2067194830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 BROADWAY 14 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGO D REICH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2067194830 | PhoneNum |
| Signature | 2026-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARRI L LAPIN | PreparerPersonNm |
| PTIN | P00363596 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2026-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,969,612 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,688 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $73,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,762,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249,627 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $707 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $707 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $347,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,571 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,537 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,269 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,268 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,365 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,365 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,239 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,239 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,633 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,313 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,313 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,493 | CashBOYAmt |
| Cash EOY | $18,485 | CashEOYAmt |
| Cash EOYFMV | $18,485 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,835 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $701,526 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $336,124 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $336,124 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,733,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,409,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,409,144 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,563 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $97,024 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,024 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,590,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,969,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,969,612 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,780 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,780 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,590,648 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,958,832 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,590,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,958,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,590,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,969,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,590,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $293,239 | OtherIncreasesAmt |
| Subtotal | $5,958,832 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,958,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MATURITY US TREASURY BILL | 2024-01-01 | 2025-12-31 | $1,017,439 | $1,017,364 | $75 | $75 |
| LONG TERM GAINS | 2023-01-01 | 2025-12-31 | $691,112 | $448,639 | $242,473 | $242,473 |
| SHORT TERM GAINS | 2025-04-22 | 2025-12-31 | $53,860 | $46,781 | $7,079 | $7,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,988 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,100 | OverpaymentAmt |
| Applied To ES Tax | $8,100 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JIJI.ORG | WebsiteAddressTxt |
| Individual With Books | MARGO REICH CPA | IndividualWithBooksNm |
| Phone | 2067194830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 BROADWAY PMB 14 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN B HARPER | ||||||||
| 1425 BROADWAY PMB 14 | SEATTLE | WA | 98122 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROL J BAIRD | ||||||||
| 1425 BROADWAY PMB 14 | SEATTLE | WA | 98122 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANNE MCENANY | ||||||||
| 1425 BROADWAY PMB 14 | SEATTLE | WA | 98122 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MARGO D REICH | ||||||||
| 1425 BROADWAY PMB 14 | SEATTLE | WA | 98122 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,328,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,662,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,662,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,577,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,888 | TotalTaxAmt |
| Distributable Before Adj | $274,973 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $274,973 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $274,973 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $217,946 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $274,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $250,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,521,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $582,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,000 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,658,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $217,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $57,027 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $57,027 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,601,173 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $192,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,408,200 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,521,800 | ExcessFromYear4Amt |
| Excess From Year3 | $582,400 | ExcessFromYear3Amt |
| Excess From Year2 | $304,000 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE MCENANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 BROADWAY PMB 14 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063362250 | RecipientPhoneNum |
| Recipient Email Address | ACMCENANY@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER OF INTENT AND PROPOSED BUDGET. SEE JIJI.ORG FOR GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | UPDATES POSTED ON WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT FIELD RESEARCH OPPORTUNITIES IN THE STATE OF BAJA CA, MEXICO, AND CA, US, AND STRENGHTEN KEY ORGANZATIONS AND NETWORKS IN THE STATE OF BAJA CA, MEXICO, THAT SUPPORT SCIENTIFIC DISCOVERY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEXT GENERATION OF SONORA DESERT RESEARCHERS | |||||||||||||
| PO BOX 244 | NATIONAL CITY | CA | 91951 | PC | FIELD GRANTS TO NEXT GENERATION RESEARCHERS IN NW MEXICO | $55,000 | |||||||
| SAN DIEGO NATURAL HISTORY MUSEUM | |||||||||||||
| 1788 EL PRADO BALBOA PARK | SAN DIEGO | CA | 92101 | PC | ROOF REPAIRS TO MUSEUM | $50,000 | |||||||
| SAN DIEGO NATURAL HISTORY MUSEUM | |||||||||||||
| 1788 EL PRADO BALBOA PARK | SAN DIEGO | CA | 92101 | PC | MULTIPLE SPECIES CONSERVATION PLAN FOR SAN QUINTIN | $40,000 | |||||||
| HEYDAY | |||||||||||||
| PO BOX 9145 | BERKELEY | CA | 94709 | PC | PUBLICATION OF "ABCS OF NATIVE BEES"BY KRYSTLE HICKMAN | $25,000 | |||||||
| SR DIEGO ESPERANZE DE PEDRO | |||||||||||||
| I | FIELD RESEARCH ON "MANUAL PARA IDENTIFICA ABEJAS DE BD" | $5,003 | CARRETERA ENSENADA TIJUANA 4146 | SAUEL | ENSENADA | BAJA CALIFORNIA | MX | 22860 | DIRECT GRANT TO INDIVIDUAL | ||||
| SIEMPRE VIVA SAN QUINTIN AC | |||||||||||||
| FOREIGN NONPROFIT OR | SUPPORT FOR SALARIES AND RELATED PERSONNEL COSTS OF ON-SITE STAFF IN SAN QUINTIN, BAJA CALIFORNIA, MEXICO. GRANT FUNDS WERE RESTRICTED TO COMPENSATION OF UNRELATED ON-SITE PROGRAM STAFF. EXPENDITURE RESPONSIBILITY EXERCISED. | $30,310 | AVENIDA DE LA MARINA NO 10 ZONA | CENTRO | ENSENADA | BAJA CALIFORNIA | MX | 22800 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,313 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,237 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $249,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $323,571 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,571 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODOR SCHUCHAT CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N STREET NW SUITE 300-RLK | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,688 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,730 | Amt |
| Net Investment Income | $3,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,365 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEMPRE VIVA SAN QUINTIN AC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AVENIDA DE LA MARINA NO 10 ZONA | AddressLine1Txt |
| Address Line2 | CENTRO | AddressLine2Txt |
| City | ENSENADA | CityNm |
| Province Or State | BAJA CALIFORNIA | ProvinceOrStateNm |
| Country | MX | CountryCd |
| Foreign Postal | 22800 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-10-21 | GrantDt |
| Grant | $30,310 | GrantAmt |
| Purpose Of Grant | THE PURPOSE OF THE GRANT WAS TO SUPPORT THE REASONABLE SALARY, OUTSOURCING FEES, PAYROLL COSTS, AND RELATED EMPLOYMENT EXPENSES OF AN ON-SITE EMPLOYEE SERVING AS ACADEMIC DIRECTOR FOR SIEMPRE VIVA'S CHARITABLE PROGRAMS IN SAN QUINTIN, BAJA CALIFORNIA, MEXICO. NO PORTION OF THE GRANT WAS DESIGNATED FOR COMPENSATION OF ALAN HARPER OR ANY OTHER OFFICER, DIRECTOR, FOUNDATION MANAGER, SUBSTANTIAL CONTRIBUTOR, OR FAMILY MEMBER OF SUCH A PERSON.THE $30,310 GRANT WAS FUNDED THROUGH RECURRING INSTALLMENTS DURING THE FOUNDATION'S FISCAL YEAR AS FOLLOWS: OCTOBER 21, 2024; NOVEMBER 19, 2024; JANUARY 21, 2025; FEBRUARY 20, 2025; MARCH 20, 2025; APRIL 21, 2025; MAY 20, 2025; JUNE 20, 2025; JULY 21, 2025; AUGUST 20, 2025; AND SEPTEMBER 22, 2025. | PurposeOfGrantTxt |
| Expended By Grantee | $30,310 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | THE FOUNDATION HAS NO KNOWLEDGE THAT ANY PORTION OF THE GRANT WAS DIVERTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | BIWEEKLY REPORTS RECEIVED DURING THE GRANT PERIOD (10/21/24 - 9/22/25). | DatesOfReportsByGranteeTxt |
| Verification | 2025-09-22 | VerificationDt |
| Results Of Verification | JI JI FOUNDATION REVIEWED THE EMPLOYEE'S BIWEEKLY ACTIVITY REPORTS AND SUPPORTING PAYROLL AND OUTSOURCING RECORDS AND RECEIVED OPERATIONAL UPDATES REGARDING SIEMPRE VIVA'S ACTIVITIES. THE EXPENDITURES WERE CONSISTENT WITH THE GRANT'S CHARITABLE PURPOSE, AND NO DIVERSION OF FUNDS IDENTIFIED. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30000 UNITEDHEALTHGROUP | $29,820 | $29,820 |
| 20000 PARKER-HANNIFINCORP | $20,092 | $20,092 |
| 50000 ORACLE CORP | $47,112 | $47,112 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 396 AMAZON | $86,950 | $86,950 |
| 18 BOOKING HOLDINGS | $97,187 | $97,187 |
| 319 ETSY | $21,178 | $21,178 |
| 743 HASBRO | $56,357 | $56,357 |
| 129 LULULEMON | $22,953 | $22,953 |
| 643 LVMH MOET HENNESSY LOUIS VUITTON | $78,650 | $78,650 |
| 254 TESLA | $112,959 | $112,959 |
| 1093 MONSTER BEVERAGE CORP | $73,570 | $73,570 |
| 258 AON | $91,998 | $91,998 |
| 510 BLACKSTONE | $87,134 | $87,134 |
| 201 MARSH & MCLENNAN | $40,508 | $40,508 |
| 211 MASTERCARD | $120,019 | $120,019 |
| 144 MSCI INC | $81,707 | $81,707 |
| 1627 NASDAQ INC | $143,908 | $143,908 |
| 375 S&P GLOBAL | $182,516 | $182,516 |
| 494 VISA | $168,642 | $168,642 |
| 324 CIGNA GROUP | $93,393 | $93,393 |
| 721 GILEAD SCIENCES | $80,031 | $80,031 |
| 202 INTUITIVE SURGICAL | $90,340 | $90,340 |
| 215 RESMED | $58,852 | $58,852 |
| 203 UNITEDHEALTH GROUP | $70,096 | $70,096 |
| 165 VERTEX PHARMACUETICALS | $64,621 | $64,621 |
| 307 CARISLE | $100,991 | $100,991 |
| 275 EQUIFAX | $70,546 | $70,546 |
| 806 PAYCHEX | $102,169 | $102,169 |
| 734 ROBERT HALF | $24,941 | $24,941 |
| 502 VERISK | $126,258 | $126,258 |
| 189 ACCENTURE PLC | $46,607 | $46,607 |
| 464 ADVANCED MICRO DEVICES | $75,070 | $75,070 |
| 1389 APPLE | $353,681 | $353,681 |
| 2265 ARISTA NETWORKS | $330,033 | $330,033 |
| 63 ASML HOLDINGS NV NY | $60,990 | $60,990 |
| 273 AUTODESK | $86,724 | $86,724 |
| 231 EPAM SYSTEMS | $34,832 | $34,832 |
| 1091 FORTINET | $91,731 | $91,731 |
| 145 INTUIT | $99,022 | $99,022 |
| 2740 NVIDIA | $511,229 | $511,229 |
| 65 SERVICENOW | $59,818 | $59,818 |
| 1996 TRIMBLE | $162,973 | $162,973 |
| 1209 PROLOGIS | $138,455 | $138,455 |
| 489 ELECTRONIC ARTS | $98,631 | $98,631 |
| 165 NETFLIX | $197,822 | $197,822 |
| 916 EVOLUTION EB | $75,325 | $75,325 |
| 238 FLUTTER ENTERTAINMENT INC PLC | $60,452 | $60,452 |
| 2324 INTERACTIVE BROKERS GROUP INC CL A | $159,914 | $159,914 |
| 294 VEEVA SYSTEMS INC | $87,585 | $87,585 |
| 15907 ACUREN CORPORATION | $211,722 | $211,722 |
| 1205 UBER TECHNOLOGIES | $118,054 | $118,054 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $336,124 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $336,124 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $18,537 | LegalFeesAmt |
| Net Investment Income | $9,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,268 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION - BROADRIDGE GCA | Desc |
| Revenue And Expenses Per Books | $707 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $707 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJUSTMENT | Desc |
| Amt | $293,239 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO GRANDCHILDRENS TRUST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,780 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $3,384 | $3,384 | $0 | $0 |
| FINANCIAL MANAGEMENT FEES | $27,855 | $27,855 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $10,495 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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